Profit Sharing · DOL Form 5500 · 2023

Judge Rotenberg Educational Center, Inc. Profit Sharing Plan

Data updated 2026-08-11

$48M
Total assets: 1,020
Participants: 85th
Percentile by assets: $47,083
Avg per participant

Official DOL plan name: Judge Rotenberg Educational Center, Inc. Retiremen · Sponsored by Judge Rotenberg Educational Center, Inc. · Massachusetts · Healthcare & Social Assistance

$48M in assets, 1,020 participants

Judge Rotenberg Educational Center, Inc.'s Judge Rotenberg Educational Center, Inc. Retiremen reported $48M in total assets and 1,020 participants in its 2023 DOL Form 5500 filing, ranking in the 85th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

85th percentile by assets (of 127,072 plans)
#15,457 in Healthcare & Social Assistance (17,684 peers)

Where Judge Rotenberg Educational Center, Inc. Retiremen sits by assets

Judge Rotenberg Educational Center, Inc. Retiremen sits in the top quartile of all filed plans by assets, $48M for 1,020 participants (~$47,083/participant), up 9.0% in 2023.

$48M
total plan assets (2023 EOY): 1,020
covered participants: 85th
percentile by assets (of 127,072 plans): $47,083
avg assets per participant

Judge Rotenberg Educational Center, Inc. Retiremen reported net income fell from $6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Judge Rotenberg Educational Center, Inc. Retiremen reported participants rose from 930 in the plan year 2022 filing to 1,020 in the plan year 2023 filing.
Judge Rotenberg Educational Center, Inc. Retiremen end-of-year assets rose from $44M in the plan year 2022 filing to $48M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Massachusetts

Industry

Healthcare & Social Assistance

Judge Rotenberg Educational Center, Inc. Retiremen vs the 2023 asset distribution

By assets, Judge Rotenberg Educational Center, Inc. Retiremen outranks 85% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$44M
Net Assets (End of Year)	$48M
Net Income	$4M
Employer EIN	042489805
Plan Effective Date	1989-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Judge Rotenberg Educational Center, Inc.)

Total plan assets by year, all Judge Rotenberg Educational Center, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	930	$44M
2023	1	1,020	$48M
2024	1	1,234	$55M

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Judge Rotenberg Educational Center, Inc. Retiremen vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants

Consolidated 403(b) Program of Mass General Brigham and Member Organizations $14.9B · 74,212
Demoulas (Restated) Profit Sharing Plan & Trust $1.0B · 12,622
Dana-Farber Cancer Institute Retirement Plan $788M · 4,630
The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $679M · 6,360
Sheet Metal Workers Local 17 Annuity Income Fund $617M · 2,868

Compare Judge Rotenberg Educational Center, Inc.… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Judge Rotenberg Educational Center, Inc. Retiremen by total assets, not by location.

Casa Colina, Inc. 403(b) Retirement Plan (CA) $48M · 1,064
Wellons Group, Inc. Profit Sharing Plan and Trust (WA) $48M · 184
Pharmachem Laboratories, Inc. Profit Sharing Plan (DE) $48M · 106
Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan (LA) $48M · 86

Frequently Asked Questions

How did Judge Rotenberg Educational Center, Inc. Retiremen assets move in 2023? ▼

Judge Rotenberg Educational Center, Inc. Retiremen grew at a solid clip - up 9.0% during 2023, from $44M to $48M. Reported net income was $4M.

How have Judge Rotenberg Educational Center, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Judge Rotenberg Educational Center, Inc.'s sponsor-wide assets grew 24.2%, from $44M to $55M.

Where does Judge Rotenberg Educational Center, Inc. Retiremen rank by assets among Form 5500 filers? ▼

Judge Rotenberg Educational Center, Inc. Retiremen ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to Judge Rotenberg Educational Center, Inc. Retiremen? ▼

Among Profit Sharing plans in other states, the closest by assets is Casa Colina, Inc. 403(b) Retirement Plan in CA ($48M, 1,064 participants).

Next read for Judge Rotenberg Educational Center, Inc.…

Scale reading

Ways to act on Judge Rotenberg Educational Center, Inc. Retiremen's numbers.

By total assets, Judge Rotenberg Educational Center, Inc. Retiremen ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Massachusetts. Compare plans
Judge Rotenberg Educational Center, Inc.'s sponsor-wide assets have grown 24.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042489805.